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Vanguard Morningstar Total Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1626
EPG Wealth Management
Georgia
$642K -$103K -536 -14%
CW
1627
Cook Wealth
North Carolina
$640K -$4.43K -23 -0.7%
AF
1628
Apexium Financial
Texas
$640K -$538K -2,794 -45%
CSWG
1629
Cardinal Strategic Wealth Guidance
Kentucky
$638K +$49.1K +255 +8%
PSCM
1630
Per Stirling Capital Management
Texas
$635K +$640K +3,322 New
HP
1631
Hyperion Partners
Pennsylvania
$634K +$639K +3,317 New
WAM
1632
Worth Asset Management
Texas
$633K +$206K +1,067 +48%
VF
1633
VitalStone Financial
Texas
$631K +$636K +3,298 New
AGP
1634
Autumn Glory Partners
Texas
$630K -$4.98M -25,834 -89%
Dana Investment Advisors
1635
Dana Investment Advisors
Wisconsin
$624K +$50.3K +261 +9%
KCM
1636
KM Capital Management
Texas
$623K +$628K +3,260 New
WAS
1637
Winch Advisory Services
Wisconsin
$623K +$225K +1,167 +56%
AWM
1638
Aries Wealth Management
Maine
$620K +$21.4K +111 +4%
Aristotle Atlantic Partners
1639
Aristotle Atlantic Partners
Florida
$618K +$623K +3,234 New
WMWM
1640
Whitaker-Myers Wealth Managers
Ohio
$618K +$623K +3,233 New
KSWA
1641
Kathleen S. Wright Associates
Pennsylvania
$615K +$1.93K +10 +0.3%
DP
1642
Dearborn Partners
Illinois
$614K – – –
UL
1643
Unionview LLC
Washington
$614K +$3.08K +16 +0.5%
BCG
1644
Breakwater Capital Group
New Jersey
$613K +$618K +3,207 New
BTIM
1645
BancFirst Trust & Investment Management
Oklahoma
$611K +$7.71K +40 +1%
SCA
1646
Sage Capital Advisors
South Dakota
$611K +$385 +2 +0.1%
TSS
1647
Two Sigma Securities
New York
$610K +$132K +686 +27%
IP
1648
Intellectus Partners
California
$609K +$2.7K +14 +0.4%
HCM
1649
Hollencrest Capital Management
California
$608K – – –
LSPW
1650
Lake Street Private Wealth
Illinois
$607K – – –